Purpose

Provides a data set of instructor activity from the sampling portal. Publishers can easily identify whether instructors have accepted and engaged with samples.

Report Notes

  • The access filter will automatically filter the report to only show products that the user’s company (in Manage) owns, and this filter will only show available values.

Definition of filters

Filter Name Description Usage Notes Dashboard Tab
Date Range (Required) Date range based on the latest sampling activity Defaulted to last seven days Sampling Activity Report
Region Region categorisation of the instructor Narrow down to a specific region Sampling Activity Report
Institution Name of the institution, supplied by the instructor Narrow down to a specific Institution Sampling Activity Report, Stuck Samples
Institution Country Country where the institution is located, supplied by the instructor   Stuck Samples
ISBN ISBN that has been sampled to the instructor Use to search for a specific asset or for many assets. You can easily copy/paste multiple values. This can be completed by copying a column of ISBNs or VBIDs from an Excel-like document or copying ISBNs or VBIDs separated by commas. Multi-search can support up to 16,000 values. Copying ISBNs or VBIDs separated by semicolons does not work. Sampling Activity Report
Item Name Name of the content sampled   Stuck Samples
Publisher The content owner (Manage Company Name) of sampled material

Narrow down to a specific publisher company (if applicable)

⚠️ Note, filter is limited to companies that the system user is associated to.
Sampling Activity Report

Definition of tiles

Field Name Description Dashboard Tab
Samples by Status (Last 7 Days) Provides the percentage of samples in the last seven days by their status. Recommendation Values include: Accepted - instructor accepted the sample Pending - instructor has yet to accept or decline the sample Declined - instructor has declined the sample. Unverified Instructor Request values include: Approved - instructor has been verified and approved for sampling Pending - instructor’s request is awaiting approval Denied - instructor’s request for sampling has been denied Sampling Insights
Assets with Sampling Available Provides the percentage of all assets where sampling is allowed vs. not allowed Sampling Insights
Count of Stuck Samples Count of stuck samples between 0 and 3 months Sampling Insights
No. of Instructors Engaged in Sampling (Last 7 Days) Count of instructors who have engaged in reviewing their sample in the last seven days Sampling Insights
Stuck Sample Requests Provides a detailed report of sample requests where the instructor has not yet been verified. This report is limited to stuck requests that are between 0 and 3 months old. Stuck Samples
Sampling Activity Report Provides a data set of instructor activity from the sampling portal. Publishers can easily identify whether instructors have accepted and engaged with samples. Sampling Activity Report


Definition of Fields

Field Name Description
Annotations The number of annotations the instructor made in the material
Author(s) Author name(s) of the sampled content
Campaign Code Name of the publisher campaign that the sample was sent under
Course Course name or code, as reported by the instructor
Course Name Name of the course associated to the sample request
Course Start Date The start date for the course
Creation Date Date when the sample request was created
Days Old Number of days the sample request has been ageing
Estimated Enrolment Estimated enrolment for the course
Estimated Revenue (USD) Calculated value based on the US DLP multiplied by the reported estimated enrolments to help with prioritisation of instructor validation. This estimation is only to assist with prioritising the validation of instructors to unblock sample requests. Final enrolments may not match the reported estimate and the final transaction price may differ according to the final student purchase (e.g. rental options, currency, price types, etc.)
Instructor First name and Surname for instructor
Instructor Country Country where the institution is located, supplied by the instructor
Instructor CRM ID CRM ID for the instructor
Instructor Email Email address for the instructor
Institution Name of the institution, supplied by the instructor
Institution Country Country where the Institution is located (two characters)
ISBN ISBN that has been sampled to the instructor
Item Name Name of the content sampled
Last Engagement Date Date of last engagement with content in Bookshelf
Last Sampling Activity Date when the instructor was last active in the sampling portal
Page Views (Overall) Total number of pages viewed
Pages Printed (Overall) Total number of pages printed
Publisher The content owner (Manage Company Name) of the item requested to be sampled
Region Region categorisation of the instructor. Limited to: Australia, United Kingdom, US/Canada
Sales Rep Email Email for the sales rep who requested the sample for the instructor
Sample Status Provides the sample status when Source is ‘Recommendation’ or ‘Unverified Instructor Request’. Recommendation Values include: Accepted - instructor accepted the sample Pending - instructor has yet to accept or decline the sample Declined - instructor has declined the sample. Unverified Instructor Request values include: Approved - instructor has been verified and approved for sampling Pending - instructor’s request is awaiting approval Denied - instructor’s request for sampling has been denied. View the Stuck Sample Requests Report to review instructors awaiting sampling approval
Sessions (Overall) Total number of unique sessions
Source Provides the source of sample activity. Recommendation - a sample sent to the instructor from the publisher Self-Sampling - a sample an instructor requested access to Unverified Instructor Request - a stuck sample request pending instructor approval. View the Stuck Sample Requests Report to review instructors awaiting sampling approval
Term Start Date Expected start date for the course
Total Session Length Amount of time the instructor engaged with the content
USD DLP (Perpetual) Current Digital List Price (DLP) in US dollars (USD) for the perpetual duration of the item. If there is no US DLP for the perpetual duration, then the field will be null.
VBID VitalSource ID associated with the requested sample
VST Promo Email Opt-In Indicates whether a user opted in for VitalSource’s promotional emails
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